Home 2018-08-20T18:35:30+00:00

Unraveling Tax Headaches and

Building Financial Vision

Unraveling Tax Headaches and

Building Financial Vision

Wealth Management
Tax Planning & Preparation
17September 2018

Don’t Like Your Tax Professional’s Answers?  Maybe You’re Asking the Wrong Questions.

September 17th, 2018|

Early in my tax preparation career I used to get very frustrated in my job.  I would often be asked a question by a client which I did not know the answer to and I would walk down to the owner of the firm and would present him the question as it was posed to me.  I would then promptly go back down to my office and give the client [...]

13September 2018

How Law Enforcement Professionals Can Save Thousands in Taxes When Working Extra Security Jobs

September 13th, 2018|

To understand these concepts, I need to clarify a few important points. When I was a young boy, my mother taught me that “frustrations only come from unrealized expectations”. What took her only a few seconds to teach developed into a lifetime of study and application. While “Saving Thousands” may come across like click-bait, in reality I’ve had countless experiences of preparing tax returns for new Law Enforcement clients who [...]

10September 2018

I don’t have my tax documents, what do I do?

September 10th, 2018|

We see thousands of people each year and without fail, dozens of people have lost their tax documents, can’t find them or for some reason, don’t have access to them. While this may seem like the end of the world as the deadline creeps closer and closer, it is a fairly simple problem to solve. Follow the steps below to ease your anxiety and move one step closer to filing [...]

4September 2018

Working For More Than One Employer

September 4th, 2018|

Working for more than one employer, such as having a side job, can change your tax return more than you might expect. Filling out a W4 and determining your withholdings may not be as easy as you thought. ISSUE: When you work as an employee (vs. contract), your check has taxes taken out of it. It is a very common mistake to think that because there are taxes taken out, [...]

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